| Greykasell Wealth Strategies, Inc. | 23 | $2.52K | 0.00% | +23 | New |
| Glass Jacobson Investment Advisors llc | 21 | $2.51K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 22 | $2.41K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 20 | $2.18K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 19 | $2.08K | 0.00% | +19 | New |
| North Capital, Inc. | 19 | $2.08K | 0.00% | +19 | New |
| Financial Network Wealth Advisors LLC | 18 | $1.97K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 18 | $1.83K | 0.00% | −15−45.5% | Reduced |
| Dogwood Wealth Management LLC | 16 | $1.75K | 0.00% | +16 | New |
| Financial Perspectives, Inc | 15 | $1.67K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.53K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $1.53K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 12 | $1.43K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $1.42K | 0.00% | −3−18.8% | Reduced |
| Hughes Financial Services, LLC | 13 | $1.42K | 0.00% | +13 | New |
| Bernard Wealth Management Corp. | 12 | $1.31K | 0.00% | +12 | New |
| McIlrath & Eck, LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.20K | 0.00% | −4−26.7% | Reduced |
| Carolinas Wealth Consulting LLC | 11 | $1.20K | 0.00% | +6+120.0% | Added |
| Clark Wealth Partners | 10 | $1.09K | 0.00% | −3−23.1% | Reduced |
| Cape Investment Advisory, Inc. | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 10 | $1.09K | 0.00% | +10 | New |
| MCF Advisors LLC | 9 | $985 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 9 | $985 | 0.00% | +9 | New |
| Semmax Financial Advisors Inc. | 9 | $985 | 0.00% | +9 | New |
| Continuum Advisory, LLC | 9 | $984 | 0.00% | −2−18.2% | Reduced |
| Activest Wealth Management | 8 | $875 | 0.00% | +5+166.7% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $765 | 0.00% | +7 | New |
| WPG Advisers, LLC | 6 | $656 | 0.00% | −10−62.5% | Reduced |
| Hollencrest Capital Management | 6 | $656 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $547 | 0.00% | +1+25.0% | Added |
| WealthTrak Capital Management LLC | 5 | $547 | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 5 | $546 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $438 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $329 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $328 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 2 | $219 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $219 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Adams Natural Resources Fund, Inc. | 38,800 | – | – | +20,700+114.4% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| Saturna Capital CORP | 0 | $0 | 0.00% | −379,580−100.0% | Sold out |
| 12th Street Asset Management Company, LLC | 0 | $0 | 0.00% | −162,979−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −48,884−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −39,425−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −26,284−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −24,254−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Peninsula Asset Management Inc | 0 | $0 | 0.00% | −20,960−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,862−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −20,354−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −19,738−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −16,928−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −16,602−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −14,760−100.0% | Sold out |
| Coyle Financial Counsel LLC | 0 | $0 | 0.00% | −13,017−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,591−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −11,082−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −10,559−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,072−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −6,645−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −6,665−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −6,431−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −6,195−100.0% | Sold out |
| Burford Brothers, Inc. | 0 | $0 | 0.00% | −5,920−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −5,893−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −5,692−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −5,308−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −5,242−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −4,938−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −4,712−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −4,331−100.0% | Sold out |
| Kelman-Lazarov, Inc. | 0 | $0 | 0.00% | −4,283−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −3,942−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −3,585−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,497−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| Northern Financial Advisors Inc | 0 | $0 | 0.00% | −2,931−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −2,929−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −2,726−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,719−100.0% | Sold out |
| Sara-Bay Financial | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| Smith Shellnut Wilson LLC | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −2,488−100.0% | Sold out |
| PUREfi Wealth, LLC | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −2,373−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −2,265−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −2,158−100.0% | Sold out |
